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Wagner Wealth Management (South Carolina)’s HF Sinclair DINO Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio DINO Stock Details DINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$2K Hold
33
– – ﹤0.01% 549
2018
Q2 		$2K Hold
33
– – ﹤0.01% 518
2018
Q1 		$2K Hold
33
– – ﹤0.01% 472
2017
Q4 		$2K Buy
+33
New +$1.39K ﹤0.01% 641

Other funds holding DINO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s DINO Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its HF Sinclair (DINO) position steady in Q3 2018 at 33 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Wagner Wealth Management (South Carolina) first reported a position in DINO in Q4 2017 and has held it in 4 quarters since. 577 funds tracked by Wall St. Rank hold DINO as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 33 shares of HF Sinclair worth $2K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its HF Sinclair share count unchanged in Q3 2018.
  • HF Sinclair made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #549 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in HF Sinclair in Q4 2017 and has held it in 4 quarters since.
  • 577 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.